Hoertkorn Richard Charles’s Realty Income O Stock Holding History

Hoertkorn Richard Charles’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.3K	Hold	666	–	–	0.03%	47
2026 Q1	$40.7K	Hold	666	–	–	0.03%	51
2025 Q4	$37.5K	Hold	666	–	–	0.01%	56
2025 Q3	$40.5K	Hold	666	–	–	0.02%	56
2025 Q2	$38.4K	Hold	666	–	–	0.02%	56
2025 Q1	$38.6K	Hold	666	–	–	0.02%	56
2024 Q4	$35.6K	Hold	666	–	–	0.01%	60
2024 Q3	$42.2K	Hold	666	–	–	0.02%	61
2024 Q2	$35.2K	Hold	666	–	–	0.02%	62
2024 Q1	$36K	Hold	666	–	–	0.02%	59
2023 Q4	$38.2K	Hold	666	–	–	0.02%	59
2023 Q3	$33.3K	Hold	666	–	–	0.02%	60
2023 Q2	$39.8K	Hold	666	–	–	0.02%	59
2023 Q1	$42.2K	Hold	666	–	–	0.02%	60
2022 Q4	$42.2K	Hold	666	–	–	0.02%	58
2022 Q3	$39K	Hold	666	–	–	0.02%	56
2022 Q2	$45K	Hold	666	–	–	0.02%	56
2022 Q1	$46K	Hold	666	–	–	0.02%	59
2021 Q4	$48K	Sell	666 -21	-3%	-$1.44K	0.02%	61
2021 Q3	$43K	Hold	687	–	–	0.02%	62
2021 Q2	$44K	Hold	687	–	–	0.02%	61
2021 Q1	$42K	Hold	687	–	–	0.02%	61
2020 Q4	$41K	Hold	687	–	–	0.02%	63
2020 Q3	$40K	Hold	687	–	–	0.03%	63
2020 Q2	$40K	Hold	687	–	–	0.03%	62
2020 Q1	$33K	Hold	687	–	–	0.03%	61
2019 Q4	$49K	Hold	687	–	–	0.03%	59
2019 Q3	$51K	Hold	687	–	–	0.03%	59
2019 Q2	$46K	Hold	687	–	–	0.03%	60
2019 Q1	$49K	Hold	687	–	–	0.03%	60
2018 Q4	$42K	Hold	687	–	–	0.03%	65
2018 Q3	$38K	Hold	687	–	–	0.02%	69
2018 Q2	$36K	Hold	687	–	–	0.02%	68
2018 Q1	$34K	Hold	687	–	–	0.02%	69
2017 Q4	$38K	Hold	687	–	–	0.02%	69
2017 Q3	$38K	Hold	687	–	–	0.02%	69
2017 Q2	$37K	Hold	687	–	–	0.02%	68
2017 Q1	$40K	Hold	687	–	–	0.03%	67
2016 Q4	$38K	Hold	687	–	–	0.03%	67
2016 Q3	$45K	Hold	687	–	–	0.04%	64
2016 Q2	$46K	Hold	687	–	–	0.04%	67
2016 Q1	$42K	Hold	687	–	–	0.03%	68
2015 Q4	$34K	Hold	687	–	–	0.03%	76
2015 Q3	$32K	Hold	687	–	–	0.03%	77
2015 Q2	$30K	Hold	687	–	–	0.02%	76
2015 Q1	$34K	Hold	687	–	–	0.03%	73
2014 Q4	$32K	Hold	687	–	–	0.02%	74
2014 Q3	$27K	Hold	687	–	–	0.02%	72
2014 Q2	$30K	Hold	687	–	–	0.02%	71
2014 Q1	$27K	Hold	687	–	–	0.02%	71
2013 Q4	$25K	Buy	+687	New	+$26.4K	0.02%	76

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Hoertkorn Richard Charles's O Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Realty Income (O) position steady in Q2 2026 at 666 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #47.

Hoertkorn Richard Charles first reported a position in O in Q4 2013 and has held it in 51 quarters since. The position peaked at $51K in Q3 2019. 366 funds tracked by Wall St. Rank hold O as of Q2 2026.

Hoertkorn Richard Charles held 666 shares of Realty Income worth $41.3K as of Q2 2026.
Hoertkorn Richard Charles left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.03% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #47 holding.
Hoertkorn Richard Charles first reported a position in Realty Income in Q4 2013 and has held it in 51 quarters since.
Hoertkorn Richard Charles's Realty Income position peaked at $51K in Q3 2019.
366 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.